Schedule Overview
Schedule is designed to create better insight and help achieve more efficient management of job sites, assets, and labor.
Combining the visibility and functionality of both calendars and Gantt charts, Schedule presents an easy to use and sortable dashboard that allows fleet managers and dispatchers to see current use levels of assets, pending requests, existing job sites, and more.
Users can switch between the default Asset schedule or Labor Resource schedule. Users can also create their own schedules to have a customized view of assets, labor resources, and projects across job sites.
In this article:
Set Up Your Schedule View
Choose whether you would like to review Asset Schedules or Labor Resource Schedules, or a Custom created schedule.
On the top right side, choose whether you want to view:
- Day
- Week
- Two Week Look Ahead
- Month
- Quarter
On the right side is a tab for settings, filters, and pending requests.
Click Settings (the gear wheel icon) to choose and save your preferred view.
Click Filter (the inverted pyramid icon) to filter your Schedule view by specific assets, categories of assets, level of use, and more.
Click Requests (the checkmark icon) to instantly see all pending requests and possible conflicts.
Click Dispatch Queue (the phone icon) to view scheduled dispatch events.
How to Create a Custom Schedule
- 1
- Click "Create Schedule" by clicking the arrows next to the schedule name. Be sure to edit the new schedule name to be a unique name to help differentiate the schedules (no more than 40 characters).
Note: The default schedule names (Asset & Labor Resource) cannot be changed.
- 2
- Choose any assets from the list of assets to add to the custom schedule. To select the asset, click the green plus icon.
- 3
- Choose individuals from the list of laborers to add to the custom schedule.
- 4
- Choose any crews from the list of crews to add to the custom schedule.
- 5
- Once all the desired assets, laborers, and/or crews have been selected, click "Create Custom Schedule".
Note: Custom schedules will not accept anything above 1000 entities. If the user adds one over the limit they will receive an error message. There is no limit to the number of schedules a user can create.
Use filters to help search for types of assets, laborers, or crews. Filters can be saved on each tab to maintain your view when toggling between each tab.
To set the custom schedule as your default schedule, click the "pin" icon next to the schedule you'd like to set as your default schedule. Once pinned, this will be the schedule displayed each time you navigate to the schedule page.
How to Delete a Schedule
Users can delete any "created" schedules. The default schedules for Assets and Labor Resources cannot be deleted.
- 1
- Navigate the schedule by clicking "Schedule" on the left navigation menu.
- 2
- Once in the schedule, click the arrows next to the schedule name.
- 3
- Select the custom schedule you'd like to delete.
- 4
- Click the "trash can" icon to delete the schedule.
- 5
- Confirm that you would like to delete the selected schedule.
How to Edit a Schedule
- 1
- Navigate to the schedule by clicking "Schedule" on the left navigation tab.
- 2
- Once in the schedule, click the arrows next to the schedule name.
- 3
- Select the custom schedule you'd like to edit.
- 4
- Click on the "pencil" icon to edit the schedule.
- 5
- Users will be taken back to the selections page to either add or remove assets, laborers, and/or crews from the custom schedule.
- 6
- Once the updates have been made, click "Update Custom Schedule" and the changes will be saved.
Manage Your Schedule
Click on any asset to view:
- Current site
- Scheduled requests (approved requests)
- Pending requests
- Dispatch events
- Maintenance (work orders)
Click on events to view and edit them.
When conflicts exist between scheduled and pending requests then can be resolved right from the schedule.
Hover over events to easily view the details for requests, scheduled dispatch events, maintenance events, etc.
